Patten & Patten’s iShares US Industrials ETF IYJ Stock Holding History

Patten & Patten’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$665K	Buy	4,510 +420	+10%	+$65K	0.04%	221
2025 Q4	$606K	Sell	4,090 -46	-1%	-$6.72K	0.04%	224
2025 Q3	$603K	Buy	+4,136	New	+$599K	0.04%	231
2015 Q3	–	Sell	-3,886	Closed	-$205K	–	218
2015 Q2	$205K	Sell	3,886 -200	-5%	-$10.9K	0.03%	206
2015 Q1	$220K	Sell	4,086 -50	-1%	-$2.68K	0.03%	204
2014 Q4	$220K	Hold	4,136	–	–	0.03%	196
2014 Q3	$209K	Hold	4,136	–	–	0.03%	199
2014 Q2	$214K	Hold	4,136	–	–	0.03%	197
2014 Q1	$208K	Buy	+4,136	New	+$206K	0.03%	249

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Patten & Patten's IYJ Position: Q1 2026 in Review

Patten & Patten increased its iShares US Industrials ETF (IYJ) stake by 10% in Q1 2026, buying an estimated $65K and bringing the position to 4,510 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #221.

Patten & Patten first reported a position in IYJ in Q1 2014 and has held it in 9 quarters since. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Patten & Patten held 4,510 shares of iShares US Industrials ETF worth $665K as of Q1 2026.
Patten & Patten bought 420 iShares US Industrials ETF shares in Q1 2026, an estimated $65K.
iShares US Industrials ETF made up 0.04% of Patten & Patten's portfolio in Q1 2026, its #221 holding.
Patten & Patten first reported a position in iShares US Industrials ETF in Q1 2014 and has held it in 9 quarters since.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.